Position Title : Client Service Associate
Location : Park City, Utah
Application Process :
Interested candidates are invited to submit a resume and cover letter detailing their qualifications and experience to Morgan Lemaitre, morgan@parkcitywealthadvisors.com . Applications will be reviewed on a rolling basis until the position is filled.
About Us :
Park City Wealth Advisors is a premier financial advisory firm dedicated to providing personalized wealth management solutions. We pride ourselves on our commitment to excellence, integrity, and client satisfaction.
Position Overview :
The Client Service Associate will support our financial advisors in delivering outstanding client service. This role requires a proactive individual with exceptional communication skills, a keen attention to detail, and a passion for the financial services industry. The ideal candidate is a high achiever with experience in financial services or a related industry such as insurance.
- Wealth Management Knowledge at previous firms like Fidelity, UBS, Morgan Stanley, Charles Schwab, RBC, are preferred
Key Responsibilities :
Client Onboarding : Facilitate the seamless onboarding of new clients, including account opening procedures and documentation. Working knowledge of the Fidelity or Charles Schwab PlatformsClient Relationship Management : Maintain and update client information in our CRM system, ensuring accuracy and confidentiality.Meeting Preparation : Coordinate and prepare materials for client meetings, including financial reports and presentations.Transaction Processing : Assist in the execution of client transactions, ensuring compliance with firm policies and industry regulations.Client Inquiries : Respond promptly to client inquiries, providing accurate information and resolving issues efficiently.Administrative Support : Perform administrative duties such as handling correspondence, scheduling appointments, and managing documentation.Compliance : Ensure all client interactions and transactions comply with industry regulations and firm policies.Qualifications :
Education : Bachelor’s degree required; Finance or Business degree preferred.Experience : Minimum of 2 years in a client service role within financial services or a related industry such as insurance.Licenses : Series 65 / 66 and / or Series 6 / 7 preferredTechnical Skills : Proficiency in Microsoft Office Suite; experience with financial planning and CRM software is a plus.Communication Skills : Exceptional verbal and written communication abilities.Interpersonal Skills : Strong interpersonal skills with a client-focused attitude.Organizational Skills : Excellent attention to detail, ability to manage multiple tasks, and strong problem-solving skills.Professionalism : High level of integrity, professionalism, and discretion in handling confidential information.Benefits :
Competitive salary commensurate with experience.Performance-based bonuses.401(k) retirement plan with company match.Opportunities for professional development and continuing education.Supportive and collaborative work environment.Park City Wealth Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
